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Independent Financial Advisor - Portugal

Remote:

Full Remote

Contract:

Full time

Experience:

Senior (5-10 years)

Work from:

Portugal

Offer summary

Qualifications:

Minimum 5 years in wealth management, Industry leading certifications (CFP, CFA), Transferable client base and AUM.

Key responsabilities:

Cultivate and maintain client relationships
Conduct assessments of financial situations
Create customized financial plans
Monitor clients' financial progress
Stay informed on industry trends

Independent Resourcing Consultancy Human Resources, Staffing & Recruiting Startup https://www.ircfs.com/

11 - 50 Employees

See more Independent Resourcing Consultancy offers

Job description

Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Loulé, Portugal

We are representing a prominent Wealth Management firm in Loulé, Portugal, in search of an experienced and qualified Independent Financial Advisor to join their esteemed team.

As an Independent Financial Advisor, you will play a crucial role in offering expert financial advice to clients, aiding them in reaching their financial objectives and securing their financial futures.

Requirements:

- Minimum of 5 years of experience as a Financial Advisor in the wealth management industry.

- Possession of industry-leading qualifications such as CFP, CFA, or other relevant certifications.

- Transferable client base and AUM.

- Excellent communication and interpersonal skills.

- Strong analytical and problem-solving abilities.

- Ability to work autonomously and collaboratively within a team setting.

Responsibilities:

- Cultivate and maintain strong relationships with clients, delivering expert financial advice and support.

- Conduct thorough assessments of clients' existing financial situations and future aspirations.

- Create and execute customized financial plans for clients, encompassing investment, retirement, and tax planning strategies.

- Regularly monitor clients' financial progress and adjust plans as required.

- Stay informed about industry trends and regulations to ensure compliance and deliver optimal service to clients.

We offer an attractive package and a supportive, collaborative work environment. If you meet the outlined criteria and are enthusiastic about assisting clients in achieving their financial objectives, we encourage you to apply for this exciting opportunity.